Strategic Probability Partners, LLC

Strategic Probability Partners provides investment management and financial planning primarily to individual and high‑net‑worth clients, as well as select endowments and foundations. The firm typically manages portfolios on a discretionary basis within written investment policy statements and also serves as a sub‑advisor to other advisory firms.

SPP implements strategic and tactical asset allocation across roughly 10–12 core asset classes and generally builds portfolios using ETFs, index funds, mutual funds and individual fixed‑income securities. Its research approach draws on fundamental, technical, valuation and business‑cycle analysis, and client accounts are reviewed at least quarterly to ensure alignment with stated risk tolerance and objectives.

Notably, the firm provides account performance reporting and, in addition to reporting actual results, presents hypothetical performance illustrations in its public materials and reports, an approach that is uncommon among similar advisers. Despite operating with a single advisory representative and a small direct client roster, SPP manages about $138.6 million and reports an additional $168.1 million in assets under advisement through a sub‑advisory relationship, indicating a significant portion of its scale arises from sub‑advisory activity.